Number of Shares
12,234.00
Current Holdings Value*
$999,890.00
% of Portfolio
0.76%
Total Estimate Gain
$223,116.67
% of Total Estimate Gain
2.62%

ALTERNA WEALTH MANAGEMENT, INC's iShares MSCI EAFE ETF Holding Summary

As of 2025-03-31, ALTERNA WEALTH MANAGEMENT, INC held 12,234.00 shares of iShares MSCI EAFE ETF(EFA), totaling $999,890.00. This investment constitutes 0.76% of their stock portfolio, and ALTERNA WEALTH MANAGEMENT, INC now holds 0% of the outstanding iShares MSCI EAFE ETF(EFA) stock.

The initial trade took place in 2018Q4. And since then ALTERNA WEALTH MANAGEMENT, INC has made 3 purchases of EFA, at an average price of $65.90, for a total of 129,335.00 shares. In addition, there have been 3 sales at an average price of $65.36 for 117,101.00 shares. Based on historical transaction data and EFA's current price of $89.34, ALTERNA WEALTH MANAGEMENT, INC's estimated gain on his EFA holdings is $223,116.67, reflecting a 2.62% gain to date.

ALTERNA WEALTH MANAGEMENT, INC EFA ($89.34) Holding Chart

ALTERNA WEALTH MANAGEMENT, INC EFA ($89.34) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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